Private Markets Portfolio Manager; Director, Private Equity

Strategic Investment Group • Arlington, VA

1d

About The Position

Strategic Investment Group specializes in Outsourced CIO (OCIO) solutions, managing customized portfolios for institutional investors since 1987. Our investment process integrates active portfolio management, rigorous risk management, and open-architecture manager selection to serve as an extension of our clients’ investment teams. We strive to build enduring partnerships with our clients by strengthening their investment programs through a dynamic, value-enhancing investment process, sound governance framework, and world-class client service. Our mission is to empower investors through experience, innovation, and excellence.

Requirements

• 10-15 years of private equity experience at endowment or foundation investment office, OCIO, family office, consultant or other highly respected institution
• Experience investing and managing funds, co-investments and secondary transactions
• Strong client orientation with an ability to understand the perspectives of different types of institutional investors
• Ability to effectively advise a sophisticated group of institutional clients and their investment committees
• Excellent analytical and quantitative skills with strong investment acumen
• Strong written and verbal communications and presentation skills
• The inclination to contribute, mentor, provide and receive constructive feedback, and partner with others on an ongoing basis
• Broad understanding of economic trends and capital markets events that impact investment portfolios
• High degree of comfort working in a flexible, entrepreneurial environment
• Strong academic credentials. Bachelor’s degree in business, finance, economics, or a related field. MBA and CFA
• High degree of integrity, professionalism, and problem-solving skills
• Energetic, forward-looking, and positive by nature
• Readiness to travel

Responsibilities

• Lead the active management of a new $4 billion multi-client portfolio consisting of over 85 material funds and 34 material co-investments with 45 distinct private equity firms held through 18 investment vehicles
• Direct a thorough underwriting of the portfolio and prepare a comprehensive hold sell/analysis
• Underwrite and originate recommendations on future investments with the existing managers in the portfolio
• Source co-investments and secondaries from the existing managers in the portfolio
• Coordinate and make recommendations on any fund amendments and continuation vehicles decisions
• Coordinate Annual Meeting attendance with the Private Markets team and attend meetings as required
• Meet either in person or virtually with the clients as required with the expectations that meetings would be held no less than quarterly
• Review all client reporting and create bespoke reports where necessary
• Work with the Private Markets team to develop appropriate future investment strategies and investment pace for the client, estimated to exceed $100 million per annum
• Assist in hiring and mentoring a new Associate and Analyst to be assigned to the Portfolio Manager in managing the portfolio
• Work closely with the Private Markets team on achieving the clients’ objectives
• Expectations for the position to be fully integrated with private markets team over time

What This Job Offers

• Job Type: Full-time
• Career Level: Director